Case Study / Legal

Boutique law firm replaces public AI usage with private matter intelligence.

Anonymized deployment profile based on a regulated legal workflow with strict confidentiality constraints.

Situation

Lawyers were already using AI. The risk sat outside formal policy.

Staff were drafting, summarising, and researching against sensitive documents with public AI tools because the internal alternative did not exist.

Constraint

Attorney-client privilege and internal precedent data could not continue flowing through third-party systems.

Need

A private assistant for matter summaries, internal research, and precedent retrieval with zero external data egress.

Timeline

4 weeks

from assessment to live private drafting and retrieval workflows.

Tools Displaced

3

public-AI and ad hoc knowledge workflows removed from sensitive use.

Recovered Time

9h/wk

through faster summarisation and precedent retrieval.

Exposure Shift

Zero-egress

for matter summaries, internal research, and drafting assistance.

Deployment

Private legal research layer

Model serving, document ingestion, and matter knowledge retrieval deployed on client-controlled infrastructure.

Workflow

Drafting and summarisation

Internal assistants for memo drafting, clause summarisation, and precedent extraction without public API dependency.

Outcome

Control replaces leakage

The firm gains AI capability without accepting structural privilege exposure or permanent external billing expansion.

Before

Shadow AI with privilege risk

Lawyers were already using public tools because there was no private internal alternative with acceptable speed.

After

Governed internal matter intelligence

Research, summarisation, and drafting moved into a controlled environment with auditable boundaries and clearer governance.